DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Captrust

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Michael Patrick CollinsCaptrust institutionalWincap Financial LLC no RAUMOtherSep 7, 2021Sep 3, 2021
Cameron Tyler KleinhekselCaptrust institutionalZhang Financial independent RIAOtherJul 8, 2021Jul 21, 2021
Kevin Daniel BarryCaptrust institutionalSummit Financial, LLC BD affiliatedOtherJul 1, 2021Aug 19, 2022 (414 d)
John ItalianoCaptrust institutionalValic Financial Advisors, Inc. BD affiliatedOtherJun 28, 2021Nov 4, 2021 (129 d)
Mani Dwight GrantCaptrust institutionalCampbell Wealth Management, Inc. independent RIAOtherMay 18, 2021May 18, 2021
Oleg N. ZviaginCaptrust institutionalProxy Wealth Advisors LLC independent RIAOtherMay 11, 2021May 9, 2021
Tracey M ManziCaptrust institutionalRaymond James & Associates, Inc. national BDOtherApr 19, 2021Feb 28, 2022 (315 d)
Kevin Michael SprayCaptrust institutionalMorgan Stanley wirehouseOtherDec 10, 2020Feb 9, 2021 (61 d)
Jamie Taloumis HobkirkCaptrust institutionalReynders, Mcveigh Capital Management, LLC independent RIAOtherDec 10, 2020Jan 4, 2021
Leann SheaCaptrust institutionalRBC Capital Markets, LLC national BDOtherSep 22, 2020Sep 21, 2020
Katie ChambersCaptrust institutionalMorgan Stanley wirehouseOtherAug 6, 2020Aug 31, 2020
Karen Elizabeth SchoellerCaptrust institutionalMML Investors Services, LLC BD affiliatedOtherJul 31, 2020Oct 26, 2021 (452 d)
Daniel Ryan LoganCaptrust institutionalZora Financial state registeredOtherMay 21, 2020May 28, 2020
Ian Hunter VernonCaptrust institutionalRaymond James Financial Services Advisors, Inc BD affiliatedOtherApr 17, 2020Apr 9, 2020
William LyleCaptrust institutionalFidelity Personal And Workplace Advisors BD affiliatedOtherApr 1, 2020Mar 31, 2020
Brian Christopher PerkinsCaptrust institutionalKestra Advisory Services, LLC BD affiliatedOtherMar 31, 2020Apr 27, 2020
Mary ErwinCaptrust institutionalRaymond James & Associates, Inc. national BDOtherJun 17, 2019Nov 5, 2019 (141 d)
Christine A KelleyCaptrust institutionalMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 17, 2019Sep 3, 2019 (78 d)
Mark Nicholas PaccioneCaptrust institutionalCuri Capital independent RIAOtherJun 5, 2019Sep 3, 2019 (90 d)
Kevin Joseph SimsCaptrust institutionalRichmark Private Wealth Management state registeredOtherJan 3, 2019Jan 4, 2019
Leland Stanford McculloughCaptrust institutionalBlue Barn Wealth independent RIAOtherMay 21, 2018Jul 20, 2023 (1886 d)
James Melvin JohnsonCaptrust institutionalJohnson Capital Advisory, LLC state registeredOtherApr 11, 2018Apr 10, 2018
Joseph Allen DillonCaptrust otherCuri Capital otherOtherMar 20, 2018Apr 4, 2018
Bobby John FradyCaptrust otherBoyd Watterson Asset Management, LLC otherOtherFeb 2, 2018Mar 30, 2018 (56 d)
Hilary K WynnCaptrust otherWells Fargo Advisors wirehouseOtherDec 18, 2017Jan 11, 2018
Jason CroyCaptrust otherStearns Financial Group otherOtherNov 21, 2017Jan 4, 2018 (44 d)
Michael David KnowlesCaptrust otherConfluence Investment Management LLC otherOtherOct 10, 2017Aug 31, 2017
Mark Thomas MinerCaptrust otherMML Investors Services, LLC BD affiliatedOtherSep 15, 2017Oct 3, 2018 (383 d)
Linda Lim YangCaptrust otherSilicon Hills Wealth Management independent RIAOtherAug 4, 2017Jun 15, 2018 (315 d)
Reed Rummel MccoyCaptrust otherGhp Investment Advisors Inc otherOtherMar 27, 2017May 4, 2017 (38 d)
Miller D RobinsCaptrust otherWells Fargo Advisors wirehouseOtherJul 25, 2016Aug 10, 2016
Brian Michael ZitoCaptrust otherMmc Securities LLC no RAUMOtherJan 29, 2016Oct 5, 2017 (615 d)
Page 2 of 2Previous
92 moves match.